Zoop Alpha Advisors
Firm details
- Headquarters
- Mesa, Arizona
- CRD number
- 343280
- Registered since
- September 15, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Zoop Alpha Advisors is a recently formed limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm’s stated advisory activity is portfolio management for individuals and small businesses and it charges a percentage-of-AUM fee for its services. The snapshot indicates the adviser does not position itself as an ESG investor, is not a capital allocator, and is not a pension consultant. An industry affiliation with an insurance company is listed.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Edward Bertelsen
President and Chief Compliance OfficerCRD 2253600
Contacts
2 of 2
Stephen Leaming
Founder & Principal AdvisorCRD 2211471
Robert Johnson
CRD 2858251
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mesa, AZ
Maricopa
Location
Mesa, AZ
Headquartered in Mesa, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 2660 E Diamond Ave
- Time zone
- MT (UTC-7)
- Office locations
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